What to Upload
2-3 Months of:
Bank transactions (CSV or PDF)
Credit card transactions (CSV or PDF)
Any additional accounts that affect cash flow
If you’re unsure, upload what you have — we can fill gaps later.
When to upload
Please upload at least 12–24 hours before your session if possible.
How to Download Your Transactions (Quick Guide)
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From your bank or card app:
Log in
Go to Transactions
Tap Export / Download
Choose CSV (preferred) or PDF
Upload the file using the button below
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PDF statements work too!